Personal Lines Account Manager (P&C)

The Personal Lines Account Manager is responsible for the day-to-day servicing of assigned accounts. They will work both independently and alongside producers in the new and renewal business process. This is a dynamic account management role where you will be responsible for managing the relationship and needs of a portion of our agency’s personal lines clients along with onboarding new clients. You will play an integral role in retaining your clients, fostering current/new relationships, managing client’s insurance needs, positively interacting with your peers, and protecting/expanding the overall health of your book of business. 

Responsibilities

• Onboard new business, cross sales/account rounding and referrals.  Assist designated Insurance Consultants (producers) as needed.


• Responsible for gathering renewal insurance information, completing applications, and making recommendations for designated accounts in accordance with agency and company guidelines.


• Educates clients on insurance/risk related issues.


• Prepare quotes, proposals, and summaries of insurance, making sales presentations, and closing sales.


• Pre-underwrite new business and renewal business to determine where business is marketed.


• Reviews and handles cancellations, claims, billing, endorsements, issuance of evidence of insurance, and auto ID cards. Document, in our management system, all interactions with client, company, and/or vendor in accordance with agency procedures.


• Staying up to date on all suspense items, voicemails, and emails in accordance with agency procedures.


• Answering customer requests in a timely manner in accordance with agency standards.

• 5+ years of prior of Property & Casualty experience


• 2-20 License


• High level of accountability


• Upbeat, positive, and enthusiastic attitude


• Driven and goal-oriented


• Ability to tactfully handle stressful and difficult situations


• Strong negotiation skills


• Ability to service existing clients while onboarding inbound insureds to company

Benefits:

• Base Salary + opportunity for commission on new business and cross sales


• PTO increasing each year up to 4+ weeks!


• Health Insurance – 80% paid by company, 


• Dental/Vision offered, supplemental insurance offered (disability, life, accident, hospital indemnity, critical illness, cancer)


• IRA match


• A competitive bonus plan for hitting designated agency/department goals